Your investing questions, our clear answers.

Our response:

The Canadian Securities Administrators (CSA) and Ontario Securities Commission (OSC) do not offer investing courses and therefore cannot endorse any courses available to investors. In addition, regardless of an individual’s depth of understanding of investing, investment products or markets, there is no way to guarantee that you will make money investing. All investments come with risks.

Individuals who are registered to sell investments or provide financial advice are required to complete specific courses offered by institutions in Canada. These courses may be open to investors who are interested in taking them, excepting any courses with required prerequisites. One such institution, the Canadian Securities Institute (CSI), offers a version of the Canadian Securities Course specifically for investors. You can learn about the course on the CSI website.

Course requirements for individuals registered with the OSC can be found in National Instrument (NI) 31-103.